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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $165M | +$3.69M | +2% | 2.27% | 38.5% | 295 | 29.83% | 1.7 |
|
| 3627 |
3627
AMI Investment Management
Kendallville,
Indiana
| $165M | -$2.34M | -1% | 2.96% | 47.9% | 54 | 1.85% | 2.9 |
|
| 3628 |
QAM
3628
Quantres Asset Management
Cayman,
Cayman Islands
| $165M | +$5.83M | +4% | 2.53% | 11% | 262 | 71.76% | 0.3 |
|
| 3629 |
3629
Investors Research Corp
Atlanta,
Georgia
| $164M | +$2.75M | +2% | 1.72% | 62.1% | 357 | 12.61% | 0.2 |
|
| 3630 |
3630
Delphi Management
Brookline,
Massachusetts
| $164M | -$11.2M | -6% | 3.95% | 111% | 93 | 21.51% | 2.1 |
|
| 3631 |
3631
Bodenholm Capital
Stockholm,
Sweden
| $164M | -$41.9M | -20% | 2.9% | 86% | 8 | 62.5% | 0.4 |
|
| 3632 |
LJHT
3632
Laurie J. Hall Trustee
| $164M | -$11.4M | -6% | 1.44% | 105% | 364 | 4.67% | 2.2 |
|
| 3633 |
3633
Pacific Center for Financial Services
San Ramon,
California
| $164M | +$753K | +0.5% | 1.28% | 60.1% | 327 | 4.28% | 1.2 |
|
| 3634 |
3634
SYM Financial Corp
Winona Lake,
Indiana
| $164M | -$56.7M | -26% | 6.28% | 56% | 83 | 39.76% | 0.2 |
|
| 3635 |
3635
Retirement Income Solutions
Ann Arbor,
Michigan
| $164M | -$6.57M | -4% | 0.98% | 60.8% | 79 | 25.32% | 0.2 |
|
| 3636 |
3636
WESPAC Advisors
Orinda,
California
| $164M | +$56M | +52% | 0.92% | 112% | 173 | 47.4% | 0.8 |
|
| 3637 |
3637
Guinness Atkinson Asset Management
Pasadena,
California
| $164M | +$331K | +0.2% | 1.93% | 132% | 64 | 12.5% | 3.3 |
|
| 3638 |
CSA
3638
Cottage Street Advisors
Marion,
Massachusetts
| $164M | -$4.65M | -3% | 0.81% | 95.8% | 94 | 11.7% | 1.8 |
|
| 3639 |
3639
Stevens First Principles Investment Advisors
Newport Beach,
California
| $164M | -$22.2M | -12% | 1.07% | 44% | 201 | 24.88% | 2.6 |
|
| 3640 |
3640
Cumberland Advisors
Sarasota,
Florida
| $163M | -$17.5M | -10% | 0.59% | 73.5% | 45 | 15.56% | 1.6 |
|
| 3641 |
3641
Kellner Capital
New York
| $163M | +$37.2M | +29% | 10.4% | 390% | 38 | 57.89% | 0.4 |
|
| 3642 |
MBA
3642
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $163M | -$3.57M | -2% | 1.87% | 53.6% | 115 | 14.78% | 1.7 |
|
| 3643 |
3643
Athyrium Capital Management
New York
| $163M | -$5.75M | -3% | 0.12% | 25.1% | 4 | 0% | 0.3 |
|
| 3644 |
3644
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $163M | -$316K | -0.2% | 1.57% | 64.1% | 154 | 5.84% | 1.2 |
|
| 3645 |
3645
Globe Life
Mckinney,
Texas
| $163M | -$1.37M | -0.8% | 1.31% | 60.1% | 1 | 0% | 1.3 |
|
| 3646 |
3646
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $163M | +$1.51M | +0.9% | 0.24% | 97.5% | 395 | 14.94% | 1 |
|
| 3647 |
3647
U.S. Global Investors (USGI)
San Antonio,
Texas
| $163M | -$56.7M | -26% | 0.92% | 151% | 148 | 43.24% | 0.7 |
|
| 3648 |
3648
Pacific Edge Advisors
Corona Del Mar,
California
| $163M | +$21.4M | +15% | 0.93% | 31.3% | 41 | 43.9% | 0.1 |
|
| 3649 |
3649
venBio Partners
San Francisco,
California
| $162M | +$61.5M | +61% | 16.8% | 564% | 4 | 25% | 0.2 |
|
| 3650 |
3650
Highland Private Wealth Management
Bellevue,
Washington
| $162M | -$87M | -35% | 0.79% | 19% | 171 | 85.96% | 0.4 |
|